Learn 5 Key Ingredients for Creating Your Client Acquisition Playbook

That Will Result In More Skill & Confidence in Acquiring Ideal Clients.

...even if you currently feel stuck in the "mediocre middle" working too many hours, for too little money, serving too many of the WRONG CLIENTS.

Client Acquisition Masterclass - Learn Exactly How To Attract & Acquire More Ideal Clients

Reserve My Free Spot Now
(Thursday, July 18th @ 11am PT / 2pm ET)

From Stewart to All panelists:

Thanks for the practical, no-nonsense training. In the financial industry this is a breath of fresh air without any of the typical BS. Most valuable 1-hour training I've ever attended.

** LIMITED SEATING - ONLY 250 SEATS PER MASTERCLASS **

Thursday, July 18th @ 11am PT / 2pm ET

This LIVE class starts in...

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Live Masterclass Hosted by Bill Bachrach

Bill's thinking, writing, speaking, and training have made him one of the most popular resources in the world for Financial Advisors who seek to build high-trust client relationships, master client acquisition, and emulate the success habits of the Top Advisors. His books such as, Values-Based Financial Planning, are industry best-sellers, and his articles appear in the most prestigious financial services publications around the world.

Featured In:

What You Will Learn During This Free Masterclass:

  • CLIENT ACQUISITION: The best definition of Client Acquisition that will guide all of your decisions, focus, and actions.
  • IDEAL CLIENTS: Who should your target client be and why? How to locate, attract, and acquire more of your Ideal Clients.
  • AVOID THIS MISTAKE: Discover the BIG mistake that most advisors make and what to do about it.
  • STEAL or RESCUE: Learn why is it easy to “steal” (rescue) the best clients from established advisors.
  • CRITICAL CONVERSATIONS: Learn the 7 Critical Conversations to attract & acquire more Ideal Clients.

Advisor Results After Attending The Masterclass:

"Shortly after the Masterclass I landed my first Ideal Client at $30,000! I asked, "Would you like to get started" and they said "Yes!""

- Rob W. (Chicago, IL)

"After the Masterclass I went from over 800 clients and $800k in production to 135 clients and my production went up to $1.2M. I now have the skill and confidence to build my Ideal Business of 40 Ideal Clients paying me $40k each per year."

- Stan R. (Chalfont, PA)

"I started from scratch and in less than 4 months acquired 4 Ideal Clients generating $32,000 of annual recurring revenue. The Masterclass is exactly what I needed at exactly the right time."

- Allison d. (Virginia Beach, VA)

"After attending the Masterclass I took action, implemented, and generated $97,535 of new revenue from Ideal Clients. Clients and prospects love the process."

- Julian J. (Frisco, TX)

"I added $50k in new recurring revenue in the first 33 days. I implemented, and it worked. Thank you for the new $50k in recurring revenue so far."

- Armando R. (Scottsdale, AZ)

"I built my $1.5M fee-based business by implementing the powerful, repeatable process from this Masterclass. I wish I had this process from my first day in the business!"

- Sybil P. (Denver, CO)

"In just five weeks since attending the Masterclass, I generated over $62,000 of annual recurring revenue. My client relationships are growing stronger and deeper than ever before."

- Alex K. (Laguna Niguel, CA)

"I brought on 5 new Ideal Clients who pay me a total of $90,000 in annual recurring revenue. Thrilled I found a process that finally works and produces results."

- Andrew W. (Acworth, GA)

Advisor Results After Attending The Masterclass:

"Shortly after the Masterclass I landed my first Ideal Client at $30,000! I asked, "Would you like to get started" and they said "Yes!""

- Rob W. (Chicago, IL)

"After the Masterclass I went from over 800 clients and $800k in production to 135 clients and my production went up to $1.2M. I now have the skill and confidence to build my Ideal Business of 40 Ideal Clients paying me $40k each per year."

- Stan R. (Chalfont, PA)

"I started from scratch and in less than 4 months acquired 4 Ideal Clients generating $32,000 of annual recurring revenue. The Masterclass is exactly what I needed at exactly the right time."

- Allison d. (Virginia Beach, VA)

"After attending the Masterclass I took action, implemented, and generated $97,535 of new revenue from Ideal Clients. Clients and prospects love the process."

- Julian J. (Frisco, TX)

"I added $50k in new recurring revenue in the first 33 days. I implemented, and it worked. Thank you for the new $50k in recurring revenue so far."

- Armando R. (Scottsdale, AZ)

"I built my $1.5M fee-based business by implementing the powerful, repeatable process from this Masterclass. I wish I had this process from my first day in the business!"

- Sybil P. (Denver, CO)

"In just five weeks since attending the Masterclass, I generated over $62,000 of annual recurring revenue. My client relationships are growing stronger and deeper than ever before."

- Alex K. (Laguna Niguel, CA)

"I brought on 5 new Ideal Clients who pay me a total of $90,000 in annual recurring revenue. Thrilled I found a process that finally works and produces results."

- Andrew W. (Acworth, GA)

Thursday, July 18th at 11am Pacific / 2pm Eastern

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Thursday, July 18th at 11am Pacific / 2pm Eastern

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Register For the Free Training Event:

Bill Bachrach

After being a successful advisor himself by creating and implementing a process called Values-Based Financial Planning™, Bill Bachrach went on to be a trainer and coach for other financial advisors worldwide.

Since 1988 Bill Bachrach and his team have been helping financial advisors build their Ideal Business, with Ideal Clients, so they can live their Ideal Life.

For the last 21 years, Bill has led what is known as the Committed Advisor Mastermind Program which consists of a 4-year commitment at $5,000 / month (Yes, your math is correct, a $240k investment for an advisor).

In 2016, Bill and his team launched the AdvisorRoadmap™ Virtual Training Platform to ensure every single advisor in the world has access to this proven, repeatable process.

The AdvisorRoadmap™ Virtual Training Platform is Bill Bachrach's legacy to help advisors acquire more Ideal Clients. so they build their Ideal Business. and ultimately live their Ideal Life.

REGISTER NOW

Join us on Thursday, July 18th at 11 AM Pacific / 2 PM Eastern to learn a proven, repeatable process to Client Acquisition Masterclass - Learn Exactly How To Attract & Acquire More Ideal Clients and start acquiring more Ideal Clients now.

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